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UMB Financial
UMBF

240 hedge funds and large institutions have $3.96B invested in UMB Financial in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 235 → 240 (+5)

3% more capital invested

Capital invested by funds: $3.85B → $3.96B (+$115M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.95% less ownership

Funds ownership: 85.85% → 84.9% (-0.95%)

40% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 111

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
67
Reduced
111
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$28.4M
2
EVM
Eaton Vance Management
Massachusetts
+$27M
3
HF
HRT Financial
New York
+$12.6M
4
Millennium Management
Millennium Management
New York
+$10.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$33.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30.1M
3
State Street
State Street
Massachusetts
-$22.9M
4
EAM
Eagle Asset Management
Florida
-$11.5M
5
Brown Advisory
Brown Advisory
Maryland
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
251
Point72 Hong Kong
Hong Kong
– -$71K -763 Closed
NFSG
252
Newbridge Financial Services Group
Florida
– -$33K -354 Closed
ASN
253
Advisory Services Network
Georgia
– -$9K -100 Closed
CWP
254
Concord Wealth Partners
Virginia
– -$9K -100 Closed
SL
255
Savior LLC
Massachusetts
– -$4K -41 Closed
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
– -$3K -37 Closed
APA
257
American Portfolios Advisors
New York
– -$3.26K -35 Closed
SFO
258
Standard Family Office
South Dakota
– -$2K -24 Closed
7 8 9 10
11

UMBF Hedge Fund Activity: Q3 2021 in Review

240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2021, worth a combined $3.96B — up 3% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UMBF positions and 20 closed out — a net gain of 7 holders — while 67 added to existing stakes and 111 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $28.4M. The largest seller was Deutsche Bank, cutting an estimated $33.7M.

  • 240 institutional investors held UMB Financial (UMBF) as of Q3 2021, up from 235 in Q2 2021.
  • Funds reported $3.96B of UMB Financial stock for Q3 2021, up 3% quarter-over-quarter.
  • 27 funds opened new UMB Financial positions in Q3 2021 and 20 closed out, a net change of +7 holders.
  • The largest UMB Financial buyer in Q3 2021 was Wellington Management Group, an estimated $28.4M added.
  • The largest UMB Financial seller in Q3 2021 was Deutsche Bank, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2021.